Filed July 18, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,181 | $167,484-68.2% | $151,611-64.9% | $134,475-60.5% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -12.56% | 7.80%-20.4pp | 3.33%-15.9pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,637 | $6,829-76.0% | $6,166-73.5% | $4,740-65.5% |
| Participant deferral / active EE | $3,132 | $8,986-65.1% | $8,363-62.5% | $6,400-51.1% |
| Admin fee / account holder | $1,826 | $13,783-86.8% | $11,616-84.3% | $11,426-84.0% |